WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 320 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,108 | -8.3% | 9,263 | -12.8% | 0.42% | -12.7% |
| Q4 2022 | $641,144 | +4.3% | 10,622 | -6.9% | 0.49% | 0.0% |
| Q3 2022 | $615,000 | -4.5% | 11,409 | +1.5% | 0.49% | -1.2% |
| Q2 2022 | $644,000 | -80.0% | 11,236 | -77.7% | 0.49% | -78.4% |
| Q1 2022 | $3,214,000 | +23.1% | 50,479 | +27.4% | 2.29% | +25.2% |
| Q4 2021 | $2,610,000 | -15.6% | 39,633 | -24.6% | 1.83% | -21.1% |
| Q3 2021 | $3,093,000 | +516.1% | 52,563 | +525.2% | 2.32% | +514.6% |
| Q2 2021 | $502,000 | – | 8,408 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
| Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
| Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
| Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
| Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
| Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
| AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
| PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
| KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |